Founded in 2002, CAP STRAT is a partner-owned, independent investment advisory firm dedicated to serving as a fiduciary for its clients. The company offers specialized consulting services to institutional clients, including retirement plan sponsors, endowments, and foundations, focusing on investment strategy, vendor management, and fiduciary governance. Additionally, CAP STRAT provides comprehensive wealth management services to private clients, such as high-net-worth individuals and families, to help them achieve their long-term financial goals.

Founded in

United States